Every campaign in the Linked Helper Standalone version can have an advanced workflow consisting of several actions with any delays between them or with no delays at all.
Let us briefly review the process of creating a new campaign and adjusting it, as per our needs.
- Creating a campaign
- Adjusting workflow
- Make a duplicate of campaign.
1. Creating a campaign
Predefined campaign templates:
Linked Helper already has predefined campaign templates, so for the beginning, all you need is to choose one (you can create an empty campaign as well). Here is the list of available templates:
- Empty campaign - a campaign that contains no action at all. You can add any sequence of actions needed by your business / personal goal;
- Invite & Follow Up - invites 2nd and 3rd-degree connections, filter those who accepted your invite, and then sends a "Thank you for connection!" message. You can adjust messages as per your needs.
- Messaging Sequence - a sequence of several messages with check for replies action inbetween them. Send a message, check if a lead replied, if there was no reply during the specified timeline, then send another follow-up.
- Export profile information - get full profile data including its email address into the CRM to save it to a CSV file or send via webhook to any third-party CRM
- Inmail sequence - send InMails to 2nd and 3rd-degree connections provided that you have a paid LinkedIn subscription.
- Message sequence via event - send personalized messages to LinkedIn event page members, even if they are outside your 1st degree network
- Message sequence via group - send personalized messages to your 2nd or 3rd degree connections who are members of the same LinkedIn group as you
- Warm-up, invite, and follow-up - invite only warmed-up leads to increase acceptance rate by 10–20%
- Invite 1st to follow Organization (Company / School) - sends an invitation to your organization to your 1st-degree connections;
- Invite person to an event - invite your 1st degree contacts to join an event on LinkedIn and send a number of follow-ups to remind potential attendees about the event or provide them with additional information about the event;
- Invite 1st connections to Group - sends an invitation at a group you are a participant of to your 1st-degree connections;
- Endorse 1st connections - endorse 1st-degree connections to get endorsements back.
- Like & comment posts and articles - like and comment on articles and posts of your leads to increase conversions;
- Follow profiles - follow profiles news and updates;
- Invite and reach out via LinkedIn and email - send leads' data to your Snov.io drip email campaign if they haven't replied in LinkedIn;
- Message chain to warmed-up 1st connections - warm up your 1st degree connections to increase their reply rate before sending them a sequence of follow-ups;
- Send person to Snov.io campaign - send a person's data to your Snov.io drip email campaign;
- Visit & Extract Profiles - a simple one-action campaign that visits LinkedIn profiles and extract available information from their profile pages;
- Find profile emails - find emails of your 2nd or 3rd degree connections using the LH Email Finder or integration with Snov.io;
- Remove 1st connections - remove 1st-degree connections from your network.
Create a campaign using templates:
Opening up campaign builder works slightly different depending on whether you have multi-campaign runner installed or not.
1) If you do not have multi-campaign runner installed, navigate to campaign tab and then click on + sign to start creating a campaign (see the screenshot below):
2) If you have multi-campaign runner installed, then click the Campaigns menu on the left rail, navigate to far-right and click on '+' icon in order to open up campaign builder:
- In the pop-up window give your campaign a name (1), choose a campaign template (2) and click Create campaign (3):
As a result, you will get a campaign with predefined action(s). With the template we chose earlier we have got 4 actions in our workflow:
Create a campaign from scratch:
Using the predefined templates is optional. You can create your own workflow completely from scratch, if you wish.
Select empty campaign option in the campaign builder to start building your own unique workflow:
To add actions into the workflow, navigate to your right-hand side. Hover over the action and hit add button:
Also, on the right-hand side you can find different categories of actions:
Keep in mind that only the actions that have been installed via Plug-in Store will appear in the 'Select action' menu inside the workflow tab.
2. Adjusting workflow.
As it was already mentioned at the beginning of the instruction, a Linked Helper campaign can have several actions placed one after another, so profiles can fall down the workflow if it is processed successfully in the current action.
It is always a good idea to have a separate campaign per each message chain since Linked Helper won't collect duplicate profiles into the same list if the profiles were already processed there.
In case you want a group of profiles to be processed in several actions, where every action plays its small role in achieving a common goal - hired employee, for example, - then it makes more sense in combining such actions in one campaign to avoid manual routine work of copying profiles from one list to another and losing your valuable time which can be spent more wisely. After all, automation tools were created to save time and effort, not waste them.
In the example shown below, idea is to send a message one day after the profile was vitisted by LH. What we need to do is:
- click Plus sign above or below the action (in our case it's the lower one):
- choose Delay between actions since we need to send a message only on the next day after visiting, hence every profile must be postponed from moving to the Queue of Message to 1st connections action:
- set the time for which moving every profile to the next action Queue will be delayed:
- the same way as described above add another action Message to 1st connections:
The final result we created can be found in the screenshot below.
This campaign's workflow is based on an imaginary case and pursues only one goal which is to give you the very basics of how to create and adjust a campaign.
You are free to create your own workflow using predefined templates or doing it from scratch. There can be as many actions in the workflow as your business goal demands, with or without delays between actions.
It is possible also to:
- delete an action if you do not need it:
- move it up or down provided that there are no profiles in Queue or Processed lists:
- or add a new action to the middle of your workflow:
Check what will happen if you add a new action to the middle of your workflow with already processed profiles:
Please, check this article for more info: Workflow
3. Make a duplicate of campaign:
Sometimes you may want to copy a campaign workflow you have created and set up another campaign with it. Good news is that you can make a campaign duplicate with just one click.
Please refer to this step-by-step instruction to learn how it is done: How to duplicate a campaign in Linked Helper 2
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